Isu Petasys Corp. 401(K) Plan — Form 5500 plan (Isu Petasys Corp.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Isu Petasys Corp. 401(K) Plan is a benefit plan reported by Isu Petasys Corp. under EIN 95-4643223 and plan number 001. The latest loaded filing year is 2023. The filing reports 134 participants and $3,793,216 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Isu Petasys Corp.
- EIN
- 95-4643223
- Plan number
- 001
- Plan type
- 2
- Location
- Sylmar, CA
- Latest filing year
- 2023
- Participants
- 134
- End-of-year plan assets
- $3,793,216
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 134 | I | 20240918133159NAL0004644497001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $3,793,216
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,793,216
- Net assets (BOY)
- $2,966,323
Income & contributions
- Employer contributions
- $60,999
- Participant contributions
- $327,690
- Total income / additions
- $1,156,846
Expenses & distributions
- Benefits paid
- $310,557
- Administrative expenses
- $1,600
- Total expenses
- $329,953
- Net increase / (decrease)
- $826,893
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.